HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ALPHA ARCHITECT ETF TR (DSCF) |
1,365,182 | +29,735 | $30,474 |
| DSCF | 1,365,182 | +29,735 | $30,474 |
| VANGUARD INTL EQUITY INDEX F (VT) |
84,832 | +1,480 | $8,728 |
| VT | 84,832 | +1,480 | $8,728 |
| SCHWAB STRATEGIC TR |
114,601 | -869 | $6,380 |
| SCHB | 114,601 | -869 | $6,380 |
| SCHWAB STRATEGIC TR |
107,726 | +803 | $3,982 |
| SCHF | 107,726 | +803 | $3,982 |
| VANGUARD INDEX FDS (VTI) |
14,026 | +1,102 | $3,327 |
| VTI | 14,026 | +1,102 | $3,327 |
| SCHWAB STRATEGIC TR |
34,654 | -4,630 | $2,610 |
| SCHM | 34,654 | -4,630 | $2,610 |
| SPDR SER TR (HYMB) |
91,518 | +544 | $2,315 |
| HYMB | 91,518 | +544 | $2,315 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
27,209 | -55 | $2,212 |
| VCIT | 27,209 | -55 | $2,212 |
| VANGUARD STAR FDS (VXUS) |
33,610 | +1,693 | $1,948 |
| VXUS | 33,610 | +1,693 | $1,948 |
| SCHWAB STRATEGIC TR |
75,320 | -9,787 | $1,867 |
| SCHE | 75,320 | -9,787 | $1,867 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
38,913 | +1,907 | $1,864 |
| VEA | 38,913 | +1,907 | $1,864 |
| SCHWAB STRATEGIC TR |
28,553 | +3,279 | $1,331 |
| SCHZ | 28,553 | +3,279 | $1,331 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
21,564 | +828 | $1,279 |
| VGIT | 21,564 | +828 | $1,279 |
| VANECK ETF TRUST (HYD) |
22,932 | -717 | $1,184 |
| HYD | 22,932 | -717 | $1,184 |
| VANGUARD SCOTTSDALE FDS (VGLT) |
19,143 | +107 | $1,178 |
| VGLT | 19,143 | +107 | $1,178 |
| ISHARES TR (PFF) |
36,548 | -24 | $1,140 |
| PFF | 36,548 | -24 | $1,140 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
18,663 | +1,610 | $1,089 |
| VGSH | 18,663 | +1,610 | $1,089 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
12,244 | -26 | $947 |
| VCSH | 12,244 | -26 | $947 |
| VANGUARD MUN BD FDS (VTEB) |
16,985 | UNCH | $867 |
| VTEB | 16,985 | UNCH | $867 |
| SCHWAB STRATEGIC TR |
10,688 | +526 | $814 |
| SCHD | 10,688 | +526 | $814 |
| VANGUARD INDEX FDS (VOO) |
1,841 | +613 | $804 |
| VOO | 1,841 | +613 | $804 |
| SCHWAB STRATEGIC TR |
13,795 | +2 | $778 |
| SCHX | 13,795 | +2 | $778 |
| VANGUARD BD INDEX FDS (BND) |
9,820 | +3 | $722 |
| BND | 9,820 | +3 | $722 |
| VANGUARD INDEX FDS (VTV) |
3,026 | +3,026 | $452 |
| VTV | 3,026 | +3,026 | $452 |
| VANGUARD INDEX FDS (VO) |
1,857 | +6 | $432 |
| VO | 1,857 | +6 | $432 |
| APPLE INC |
2,149 | -200 | $414 |
| AAPL | 2,149 | -200 | $414 |
| INVESCO QQQ TR |
810 | UNCH | $332 |
| QQQ | 810 | UNCH | $332 |
| CAMBRIA ETF TR (TAIL) |
22,000 | UNCH | $282 |
| TAIL | 22,000 | UNCH | $282 |
| ISHARES GOLD TR (IAU) |
7,062 | UNCH | $276 |
| IAU | 7,062 | UNCH | $276 |
| ISHARES TR (IVV) |
575 | UNCH | $275 |
| IVV | 575 | UNCH | $275 |
| VANGUARD SCOTTSDALE FDS (VCLT) |
3,402 | +21 | $273 |
| VCLT | 3,402 | +21 | $273 |
| ISHARES TR (TIP) |
2,342 | -26 | $252 |
| TIP | 2,342 | -26 | $252 |
| SPDR S&P 500 ETF TR (SPY) |
527 | UNCH | $250 |
| SPY | 527 | UNCH | $250 |
| SNAP INC |
14,076 | -3,958 | $238 |
| SNAP | 14,076 | -3,958 | $238 |
| JOHNSON & JOHNSON |
1,350 | UNCH | $212 |
| JNJ | 1,350 | UNCH | $212 |
| DIMENSIONAL ETF TRUST (DFAI) |
7,262 | +7,262 | $208 |
| DFAI | 7,262 | +7,262 | $208 |
See Full List: All Stocks Held By Orcam Financial Group
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Orcam Financial Group
|
Size ($ in 1000's)
At 12/31/2023: $81,822 At 09/30/2023: $74,304 Orcam Financial Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Orcam Financial Group 13F filings. Link to 13F filings: SEC filings |
